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Planning Matters

Caring alone

By TIMOTHY S. BARKLEY, Sr.
As published Feb. 20, 2008

In our last article, we discussed caring for your children in your estate plan. By employing a trust in the will, parents can ensure that their values in relation to money and its worthwhile use are transmitted to their [more]


Caring for children

By TIMOTHY S. BARKLEY, Esq.
As published Jan. 16, 2008

Parents, trying their best to raise their children, are confronted with myriad responsibilities. One of these is to make sure that support and nurture doesn’t stop if the parents pass away.

“We have two children, a boy and a [more]


Guardianship

By Timothy S. Barkley, Esq.
As published Dec. 19, 2007

The lawyer’s telephone rang. A man’s voice on the other end spoke urgently: “My name is Henry Jones. My mother, Ophelia Jones, fell yesterday and is in the hospital. I saw a power of attorney on her desk with [more]


Alternatives

By TIM BARKLEY, Esq.
As published Nov. 21, 2007

“Why is this document so long?” Mrs. Jones sat in trepidation at her lawyer’s office shuffling the many pages of her new power of attorney. “Why can’t I just say that I want my children to be able to pay [more]


What do I need to do?

By TIMOTHY S. BARKLEY, Esq.
As published Oct. 17, 2007

The voice on the lawyer’s phone was generally steady, but shook now and then. “This is Mrs. Jones. My husband just died last week. What do I need to do?”

The lawyer offered condolences – even though he had [more]


Planning for retirement plans

By TIM BARKLEY, Esq.
As published Sept. 19, 2007

When you set up your retirement plans – your IRAs and 401(k) or 403(b) plans – you chose beneficiaries for your retirement plans. Most married folks make the spouse the primary beneficiary, and the kids the contingent beneficiary, in case [more]


Mistakes people make

By TIMOTHY S. BARKLEY, Esq.
As published Aug. 1, 2007

They were very, very irate. Their son's ex-wife's divorce attorney had just garnished their bank account pursuant to a judgment for attorney's fees against their son.

Their son was a joint owner of the account, and had been, for [more]


Planning for singles

By TIM BARKLEY, Esq.
As published June 20, 2007

In our last column, we discussed planning for unmarried couples. For legal purposes, an unmarried couple is two single people, even though in their relationship they might see themselves as much more.

Planning for unmarried couples, then, is planning for [more]


Planning for unmarried couples

By TIM BARKLEY, Esq.
As published April 18, 2007

Even in a “traditional” community like Mt. Airy, many couples have chosen to live together without entering the bonds of matrimony. While great minds might debate the morality of that choice, the planner’s duty is to see to the orderly [more]